Bueroservice24 + Salesforce + Filter by Zapier
Create Salesforce records for new Bueroservice24 call notes
Looking for an easier way to track and mange your call notes? This Zapier automation will do it for you! When Bueroservice24 handles a call from one of your customers, prospects, or leads, this Zap will automaticallycreate a record in Salesforce.
Looking for an easier way to track and mange your call notes? This Zapier automation will do it for you! When Bueroservice24 handles a call from one of your customers, prospects, or leads, this Zap will automaticallycreate a record in Salesforce.
- When this happens...Generation of the Callnote or Voicemail
Triggers when a new callnote is created or a voicemail message is received.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
About Bueroservice24
Bueroservice24 is your virtual assistant. Real secretaries take your calls – enabling you to focus on what really matters for your business.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.